Tony Davidow, CIMA

Tony Davidow, CIMA
President and Founder T. Davidow Consulting, LLC an independent advisory firm focused on the needs and challenges facing the financial services industry. Davidow leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers and wealthy families. He’s held senior leadership roles at Morgan Stanley, Charles Schwab, Guggenheim Investments and IndexIQ among others.
Find me on:

Recent Posts

Allocating Assets: Is it time to consider alternatives?

Posted by Tony Davidow, CIMA on Sep 17, 2020 10:08:25 AM

“Market participants willing to accept illiquidity achieve a significant edge in seeking high risk-adjusted returns. Because market players routinely overpay for liquidity, serious investors benefit by avoiding overpriced liquid securities and by embracing less liquid alternatives.” ― David F. Swensen, Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, Fully Revised and Updated

Read More

Becoming a Behavioral Coach

Posted by Tony Davidow, CIMA on Aug 27, 2020 2:37:08 PM

Tony Davidow, CIMA® Founder and President, T.Davidow Consulting, LLC

Read More

Breaking Down the E, S and G in ESG

Posted by Tony Davidow, CIMA on Jun 24, 2020 12:47:50 PM

 

 

 

 

 

-Tony Davidow, CIMA®,  President & Founder T.Davidow Consulting, LLC

Read More

Topics: ESG

Understanding and Embracing ESG Investing

Posted by Tony Davidow, CIMA on May 22, 2020 11:32:23 AM

 

"There is a narrative that ESG investing comes at a price – lagging performance relative to an unconstrained portfolio. The data does not support that contention, and in fact shows that these strategies often outperform the overall market. Many advisors have a naïve assumption that all Sustainable investing strategies screen and weight securities the same way. Of course, this flawed assumption couldn’t be further from the truth."

- Tony Davidow, CIMA® President and Founder of T.Davidow...

Read More

Managing Risk in Volatile Times

Posted by Tony Davidow, CIMA on Mar 3, 2020 1:09:21 PM

 

- Tony Davidow

Read More

Topics: financial advisors

The Rise of the Models: Asset Allocation Considerations

Posted by Tony Davidow, CIMA on Feb 21, 2020 11:45:14 AM

   By: Tony Davidow

Read More

Topics: financial advisors

Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   

 

Subscribe Here!

Recent Posts

We encourage you to read the latest posts, share content with colleagues and peers, and let us know what you think. You can comment on a blog post or email us at communications@i-w.org with feedback.

Have ideas for future topics or interest in submitting a blog post? Email us at communications@i-w.org to let us know.